IFA Administrator

Recruiter
Office Angels
Location
Gateshead
Posted
10 Jan 2018
Closes
09 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

You will be responsible for the following duties:

  • Provide first line telephone contact/answering to clients, providers, regulators and the public
  • Opening, logging and scanning of the post to the business back office system.
  • Be available to meet, greet and provide hospitality to clients/guests who visit the office
  • Undertake client valuations and associated fund performance research as required.
  • Liaise with providers by telephone/correspondence in relation to new and existing business
  • Process new business (online and by post) and monitor applications etc. to completion.
  • Process amendments to existing plans e.g. fund switches, business terms etc.
  • Scan and record client files to the back office system in line with business standards.
  • Administer and generate business related correspondence to clients, product providers etc.
  • Liaise with advisers and other staff members in respect of business and client related issues
  • Handle client contacts and provide backup support
  • Provide typing support to the directors and other regulated employees /associates of Prism
  • Carry out general office duties as required i.e. stationery and equipment supplies.
  • Maintain business records and ensure regular back up of data to protect business integrity
  • Provide regular feedback to the directors in respect of the business admin function
  • Handle regulated duties in line with the business and regulatory requirements
  • Maintain knowledge of business and regulated requirements

A background in financial services would be an advantageous but not essential

This role offers an excellent benefits package including 5% pension contribution, uncapped bonus scheme, free parking and 25 days holiday per year.

Office Angels is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer.


This job was originally posted as www.totaljobs.com/job/78535589